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Kays Financial Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Kays Financial Advisory’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-27,248
Closed -$286K – 113
2019
Q3 		$286K Buy
27,248
+2,328
+9% +$24.5K 0.05% 94
2019
Q2 		$259K Buy
24,920
+360
+1% +$3.66K 0.05% 97
2019
Q1 		$243K Sell
24,560
-490,080
-95% -$4.63M 0.05% 97
2018
Q4 		$4.43M Buy
+514,640
New +$4.79M 1.01% 21

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kays Financial Advisory's SCHG Position: Q4 2019 in Review

Kays Financial Advisory sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2019, closing a stake of 27,248 shares — an estimated $286K sold.

Kays Financial Advisory first reported a position in SCHG in Q4 2018 and held it in 4 quarters. The position peaked at $4.43M in Q4 2018. 559 funds tracked by Wall St. Rank hold SCHG as of Q4 2019.

  • Kays Financial Advisory reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Kays Financial Advisory sold 27,248 Schwab US Large-Cap Growth ETF shares in Q4 2019, an estimated $286K.
  • Kays Financial Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and held it in 4 quarters.
  • Kays Financial Advisory's Schwab US Large-Cap Growth ETF position peaked at $4.43M in Q4 2018.
  • 559 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2019.

Based on Kays Financial Advisory's 13F filing for Q4 2019, filed 27 Jan 2020.